See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,711 | $109,817-41.1% | $98,442-34.3% | $167,490-61.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 48.02% | 1956.69%-1908.7pp | 1492.73%-1444.7pp | 478.56%-430.5pp |
| Employer contribution / active EE | $1,719 | $3,224-46.7% | $2,960-41.9% | $4,837-64.5% |
| Participant deferral / active EE | $12,700 | $4,673+171.8% | $4,276+197.0% | $6,341+100.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |